WISDOM WEALTH INVESTMENT ADVISORS LLC

Overview

Wisdom Wealth Investment Advisors LLC is an independent RIA that manages portfolios for individuals, families and select institutional clients. The firm operates with a fee model that includes a percentage of assets under management, hourly fees and fixed fees, and provides financial planning, portfolio management for individuals and small businesses, pension consulting and educational workshops. Investment activity is centered on pooled public funds as the primary building block for client portfolios, with supplemental allocations to fixed income and insurance products. The firm is not positioned as an ESG-focused manager and does not identify as a multi-state adviser. Portfolio construction emphasizes outsourced, manager-driven solutions rather than heavy direct-stock trading. Wisdom Wealth Investment Advisors LLC uses third-party mutual fund managers and collective vehicles to implement core equity and fixed-income exposures, while selectively allocating to alternatives — including venture capital, real estate strategies, commodities, REITs and oil & gas — where appropriate for clients seeking diversification or higher-return opportunities. The firm’s approach favors discretionary portfolio management and the use of custodian platforms to centralize trading, reporting and custody.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices